Caliber Mining and Logistics Ltd

Q1 FY27Consumable Fuels

Caliber Mining and Logistics Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹505

Market cap₹3.1K Cr

P/E20.0

Updated23 Sept 2026

Read4 min read

What the Q1 FY27 call signalled

4 of 5 strong

RevenueStrong growth

MarginMargins steady

CapexCapex planned

FundraiseFundraise planned

Order bookOrder book rising

The short version

The company has a robust order book of INR 9,125 crores, over 5 times the FY26 consolidated revenue, providing strong multi-year revenue visibility. FY27 revenue growth expected at 45% to 50% year-on-year, driven by full-year execution of recently won orders.

From Caliber Mining and Logistics Ltd's Q1 FY27 earnings-call transcript · updated 23 Sept 2026.

Revenue & Sales Performance

Strong growth

The company has a robust order book of INR 9,125 crores, over 5 times the FY26 consolidated revenue, providing strong multi-year revenue visibility.
FY27 revenue is expected to grow by about 45% to 50% year-on-year, driven by full-year execution of recently won orders.
Volumes are seasonally impacted in Q2 due to monsoon, with an expected volume of approximately 34 million cubic meters compared to 43 million cubic meters in Q1.
From Q3 onwards, volumes and revenues are anticipated to improve as monsoon ends and new contracts become fully operational.

2 more points management made on revenue & sales performance

Profitability & Margins

FY27 revenue growth expected at 45% to 50% year-on-year, driven by full-year execution of recently won orders.
EBITDA growth targeted at 35%+ year-on-year, subject to normalization of fuel costs and led by fleet and ERP efficiencies.
PAT growth also expected at 35%+ year-on-year, reflecting margin expansion due to interest cost savings.
Strong order book of INR 9,125 crores (over 5X FY26 consolidated revenue) provides multi-year revenue visibility.
Management aims to improve operational efficiencies post-monsoon, leading to better numbers from Q3 onwards.
Interest cost savings from IPO proceeds and debt repayment will support profit growth.

2 more points management made on profitability & margins

See what Caliber Mining and Logistics Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned

For FY27, capex related to current contracts secured will be around INR450 crores.
Out of this INR450 crores, INR167 crores will be cash outflow, and INR283 crores will be debt-financed if no new tenders are added.
The company plans to scale up fleet, capacity, and equipment during the remaining part of the year.
IPO proceeds (INR208 crores) have been partly utilized for debt repayment and partly for new equipment addition (INR167 crores).
For future opportunities, capital allocation will be evaluated based on project return on capital (ROC).
Caliber is poised to invest in new mining contracts including coal, MDO coal, iron ore mining, and critical minerals, using liquidity from IPO and ongoing cash flows.

2 more points management made on capital expenditure plans

Fundraising & Capital Structure

The company recently completed a successful IPO, raising INR 208 crores, which was partially used for debt repayment and equipment addition.
Current gross debt started at INR 1,024 crores post-IPO, expected to reduce to around INR 750 crores by year-end, assuming no new tenders are added.
Capex for existing contracts is planned, with guidance on future 2-3 years capex to be provided later.
For potential expansion into MDO businesses (which are capex intensive), the company plans to utilize IPO proceeds and ongoing cash flows from operations.

2 more points management made on fundraising & capital structure

See what Caliber Mining and Logistics Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Order book rising

The company has a robust order book of INR 9,125 crores as of August 12, 2026.
This order book represents over 5 times the company's FY26 consolidated revenue.
The order book provides strong multi-year revenue visibility.
Currently, about 7 sites are operational, located in Maharashtra, Madhya Pradesh, and Chhattisgarh.
The average order book period is 46 months, ensuring good revenue visibility for the next 3 to 4 years.

2 more points management made on order book & pipeline

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Frequently Asked Questions

What were Caliber Mining and Logistics Ltd Q1 FY27 results?

What is Caliber Mining and Logistics Ltd share price analysis?

Caliber Mining and Logistics Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 20.0 with a market cap of ₹3,123 Cr. Investors should review the full earnings analysis for detailed insights.

Is Caliber Mining and Logistics Ltd planning capital expenditure?

For FY27, capex related to current contracts secured will be around INR450 crores.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.